Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

FOUR PEAKS PLANNING AND INVESTME 401(k) Plan

What public Form 5500 filings show about the FOUR PEAKS PLANNING AND INVESTME 401(k) plan — and how to find and check your own account.

Plan assets
$73K
Participants
3
Plans on file
1

The FOUR PEAKS PLANNING AND INVESTME 401(k) on its latest Form 5500

FOUR PEAKS PLANNING AND INVESTME (EIN 83-4603681) reports FOUR PEAKS PLANNING AND INVESTMENTS 401(K) PLAN on its most recent Form 5500, with $73K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full FOUR PEAKS PLANNING AND INVESTME filing — schedules, fees, and providers.

Who runs the FOUR PEAKS PLANNING AND INVESTME 401(k)?

FOUR PEAKS PLANNING AND INVESTME’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask FOUR PEAKS PLANNING AND INVESTMEHR for the recordkeeper’s name and login.

How to check your FOUR PEAKS PLANNING AND INVESTME 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask FOUR PEAKS PLANNING AND INVESTME HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: FOUR PEAKS PLANNING AND INVESTME — all Form 5500 filings (EIN 83-4603681) · Arizona employer EIN lookup · Form 5500 search
FOUR PEAKS PLANNING AND INVESTME 401(k) Plan — Form 5500